Withdrawals/additions above $50,000 in aggregate will be prorated for the period and reduce/increase the following quarter’s fees accordingly. Invoices detailing the fee calculation are available quarterly, and can be provided to your tax preparer for possible tax deduction under “Miscellaneous Itemized Deductions.”
Note that we are not obligated to invest in Fidelity products due to the relationship and in fact use just a few.
While we periodically review our custodian options, the potential disruption to existing clients will always be a significant consideration. We do reserve the right to change custodians in the future.